Asset Vantage vs. Assetmax Comparison


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About Purpose built to provide a consolidated view of a family’s entire net worth. A family office software that offers portfolio reporting without accounting, presents an inadequate view of financial health. We live in a world where U-HNW principals don’t wait for end-of-quarter to ask, “How am I doing?” Where overleveraged real estate doesn’t wait for end-of-month to hemorrhage cash. Where the need to harvest a loss to offset short-term capital gains doesn’t wait for year-end. And where liquidity demands rarely defer to investment timing. In this real-time, data-driven world, financial data that isn’t aggregated, accounted, reconciled, and reported same-day goes stale overnight. Single Family Offices face a unique set of accounting and financial reporting challenges. Our integrated general ledger and portfolio reporting software can help your office run smoothly and efficiently.	About Manage portfolios across several custodians with readily available data and in compliance with customer objectives and regulations. Assetmax is leading Swiss software for independent asset managers, family offices and banks with integrated multi custody portfolio management, client relationship management, invoicing and reporting. Assetmax is a trusted solution used by several wealth managers and banks. Comprehensive, sophisticated and integrated software solution. Web-based, can be installed on-premise or in the cloud.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Family offices seeking a tool offering portfolio reporting without accounting	Audience Integrated software platform designed to streamline the main business processes of wealth managers
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Not Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Not Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Asset Vantage Founded: 2011 United States www.assetvantage.com	Company Information Fimax AMS Founded: 2013 Switzerland www.assetmax.ch
Alternatives FundCount FundCount Americas	Alternatives Elysys Wealth Elysys
The Archway Platform SEI Family Office Services	M2Advisor M2Wealth
Asseta Asseta.ai	BlazePortfolio
SS&C Family Office Services SS&C Technologies	Prospero Suite FINARTIS
Prospero Suite FINARTIS View All	FamilyWealthGuru FACT Software Group View All
Categories Accounting Supported Family Office Supported General Ledger Supported Reporting Supported	Categories Family Office Supported Investment Management Supported Wealth Management Supported
Show More Features Accounting Features Accounts Payable Supported Accounts Receivable Supported Bank Reconciliation Supported Billing & Invoicing Supported Cash Management Not Supported CPA Firms Supported Cryptocurrency Support Not Supported Expense Tracking Supported Fixed Asset Management Supported Fund Accounting Supported General Ledger Not Supported Government Not Supported Multi-Currency Not Supported Nonprofits Not Supported Payroll Management Not Supported Project Accounting Supported Purchase Orders Not Supported Tax Management Not Supported Reporting Features Customizable Dashboard Not Supported Data Source Connectors Supported Drag & Drop Supported Drill Down Supported Email Reports Not Supported Financial Reports Supported Forecasting Not Supported Marketing Reports Not Supported OLAP Not Supported Report Export Supported Sales Reports Not Supported Scheduled / Automated Reports Not Supported	Show More Features Investment Management Features Accounting Management Supported Benchmarking Supported Bonds / Stocks Supported Client Management Supported Commodities Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Supported
Integrations Apiax Not Supported Efinity Supported View All 1 Integration	Integrations Apiax Supported Efinity Not Supported View All 1 Integration
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